Keep referral context from getting lost
A short referral note makes it easier to remember why an introduction matters and what the person asked for.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Request AI Completion
Tool to request a text completion from the ai module. use when you need to generate text based on a prompt.
Why this helps
Referral details can get separated from the introduction and become hard to reconstruct later.
- Keep the stated reason for referral visible.
- Remember the contact's request and supplied context.
- Start follow-up with less searching through form responses.
Setup
Build it in a few focused steps.
- 1Connect Formsite and Phantombuster to Notis once in the portal.
- 2Create an automation and ask Phantombuster AI Completion in one plain-language instruction to summarize referral source, request, and context from each submission.
- 3Select an incoming webhook trigger, choose a run-report channel, and test with one real referral.
Questions about this workflow
Does this send an introduction message?
No. It creates a context summary that can inform your follow-up.
What if a referral omits some details?
Ask the prompt to note missing information rather than infer it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Formsite to Phantombuster. A trigger fires from one place; an action lands in another.
Formsite triggers
Phantombuster actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Formsite and Phantombuster, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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